Civic Intelligence

Wells Mountain Initiative Inc.

990 • Fiscal year 2015 • EIN 20-3823604

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 28, 2016

Refreshing map…

25D Main StreetBristol, VT 05443

(802) 453-5765

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

21st percentile

-7.2%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$535,515

Down $41,521 (-7.2%) from 2014

Net Assets

Down

$534,392

Down $41,521 (-7.2%) from 2014

Liabilities

Flat

$1,123

Flat from 2014

Revenue

Down

$192,528

Down $485,105 (-72%) from 2014

Expenses

Up

$234,049

Up $71,049 (+44%) from 2014

Net Income

Down

-$41,521

Down $556,154 (-108%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $40,559Liabilities 2010: $0Net Assets 2010: $40,5592010Assets 2011: $41,667Liabilities 2011: $1,373Net Assets 2011: $40,2942011Assets 2012: $42,780Liabilities 2012: $1,123Net Assets 2012: $41,6572012Assets 2013: $62,403Liabilities 2013: $1,123Net Assets 2013: $61,2802013Assets 2014: $577,036Liabilities 2014: $1,123Net Assets 2014: $575,9132014Assets 2015: $535,515Liabilities 2015: $1,123Net Assets 2015: $534,3922015Assets 2016: $557,286Liabilities 2016: $1,123Net Assets 2016: $556,1632016Assets 2017: $1,533,084Liabilities 2017: $1,123Net Assets 2017: $1,531,9612017Assets 2018: $1,502,044Liabilities 2018: $7,987Net Assets 2018: $1,494,0572018Assets 2019: $1,605,271Liabilities 2019: $1,427Net Assets 2019: $1,603,8442019Assets 2020: $3,412,384Liabilities 2020: $38,425Net Assets 2020: $3,373,9592020Assets 2021: $3,066,989Liabilities 2021: $1,410Net Assets 2021: $3,065,5792021Assets 2022: $2,143,910Liabilities 2022: $2,214Net Assets 2022: $2,141,6962022Assets 2023: $2,102,460Liabilities 2023: $25,446Net Assets 2023: $2,077,0142023Assets 2024: $2,069,417Liabilities 2024: $28,863Net Assets 2024: $2,040,5542024

Highlighted filing

2015

Assets$535,515
Liabilities$1,123
Net Assets$534,392

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $172,6402010Expenses 2011: $116,2542011Revenue 2012: $140,074Expenses 2012: $138,711Net Income 2012: $1,3632012Revenue 2013: $149,020Expenses 2013: $129,397Net Income 2013: $19,6232013Revenue 2014: $677,633Expenses 2014: $163,000Net Income 2014: $514,6332014Revenue 2015: $192,528Expenses 2015: $234,049Net Income 2015: -$41,5212015Revenue 2016: $312,123Expenses 2016: $290,352Net Income 2016: $21,7712016Revenue 2017: $1,474,273Expenses 2017: $498,475Net Income 2017: $975,7982017Revenue 2018: $669,618Expenses 2018: $718,852Net Income 2018: -$49,2342018Revenue 2019: $765,635Expenses 2019: $655,848Net Income 2019: $109,7872019Revenue 2020: $2,616,738Expenses 2020: $846,623Net Income 2020: $1,770,1152020Revenue 2021: $541,087Expenses 2021: $849,467Net Income 2021: -$308,3802021Revenue 2022: $84,182Expenses 2022: $1,008,065Net Income 2022: -$923,8832022Revenue 2023: $958,653Expenses 2023: $1,186,832Net Income 2023: -$228,1792023Revenue 2024: $956,818Expenses 2024: $1,097,957Net Income 2024: -$141,1392024

Highlighted filing

2015

Revenue$192,528
Expenses$234,049
Net Income-$41,521
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$192,528
Mission and Program Overview

Mission

To create social change through education and community building by providing bright young people in the developing world with student scholarships and skills training, building a network of grassroots leaders who are catalyzing community transformation.

To provide funding and support for individuals and institutions serving individuals and families in need of assistance because of extreme poverty, particularly in the areas of education, health, family support and leadership training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$575,913$534,392▼ $41,521
Investments in Publicly Traded Securities-$399,553-
Cash and Non-Interest-Bearing Accounts$577,036$135,962▼ $441,074
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$577,036$535,515▼ $41,521
Liabilities
Accounts Payable and Accrued Expenses$1,123$1,123→ $0
Total Liabilities$1,123$1,123→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$575,913$534,392▼ $41,521
Total Liabilities and Net Assets / Fund Balance$577,036$535,515▼ $41,521

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$431,123$30,000-$88,538$372,585
2014$1,123$550,000-$120,000$431,123
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas M WellsDirector/president & Treas
Jordyn WellsDirector/vice President
Brent EdmondsDirector
Christopher LutzDirector
David F BolgerDirector
Denis SalamoneDirector
Gerald a ShankerDirector
Kenneth ForesterDirector
Richard J ClaydonDirector
Robert DillDirector
Ruth Shattack BernsteinDirector
Carol WellsDirector/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$175,763
Program Service Revenue
$0
Investment Income
$10,857
Other Revenue
$5,908
All Other Contributions
$175,763
Change in Net Assets
$-41,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,415
Other Expenses$111,634
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$120,015--$120,015
Office Expenses$24,348--$24,348
Conferences and Meetings$19,075--$19,075
Travel$13,373--$13,373
Fees for Service Investment Mgmnt Fees-$5,008-$5,008
Other Expenses$3,435$411-$3,435
All Other Expenses$2,999--$2,999
Grants to Domestic Orgs$2,400--$2,400
Advertising$1,411--$1,411
Interest$87--$87
Total Functional Expenses$228,630$5,419$0$234,049
International Activity

International Summary

Offices
0
Employees
0
Spending
$120,015

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-saharan AfricaScholarships to Recipients Located in Regionscholarahips to Recipients Located in Region-00$72,704
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Scholarships to Recipients Located in Regionscholarships to Recipients Located in Region-00$34,861
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Scholarships to Recipients Located in Region-00$10,450
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,Scholarships to Recipients Located in Region-00$2,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,950
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Thomas wells, who is the president sits on the board with both his wife carol wells and his daughter jordyn wells.

Form 990, Part VI, Section B, Line 11

Form 990, part vi, section a, line 10: no review was or will be conducted.

Form 990, Part VI, Section C, Line 19

Form 990 part vi, section c, line 19: the organization will make its governing documents, financial information and tax filings avaiable to the public upon request.

Form 990, Part VII

Thomas m. Wells - 153 heath road, bristol, vt 05443. Jordyn wells - 567 20th street, apt. 1, brooklyn, ny 11218. Carol wells - 153 heath road, bristol, vt 05443. David f. Bolger - 435 l'ambiance drive, j904, longboat key, fl 34228. Robert dill - 707 windswept lane, franklin lakes, nj 07417. Richard j. Claydon - 111 north pleasant avenue, ridgewood, nj 07450. Ruth shattack bernstein - 1321 route 22a, shoreham, vt 05770.

Filing and Contact Details

Filer

Filer Name
Wells Mountain Foundation Inc
EIN
20-3823604
Phone
8024535765
Address
25D MAIN STREET, BRISTOL, VT 05443

Signing Officer

Name
Thomas M Wells
Title
Director/president
Phone
8024535765
Signed
2016-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas M Wells
Formed
2005
Legal Domicile
Vt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Kreinces Rollins & Shanker LLC
Address
80 ROUTE 4 EAST SUITE 370, PARAMUS, NJ 07652
Preparer
Gerald a Shanker
Phone
2016557411
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS M WELLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0668415
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0127014
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt035986
IRS990/PYOtherRevenueAmt09203
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0514633
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0163000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0677633
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-41521
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0185713
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt024
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt024
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0575913
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0534392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0185713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0247668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0151204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0121526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0846176
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0846176
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0185713
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0247668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0151204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0121526
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0846176
IRS990ScheduleA/TotalSupportAmt0846176
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0431123
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0372585
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt088538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0550000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0431123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0120000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt072704
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt110450
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt22000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt334861
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SUB-SAHARAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGIONSCHOLARAHIPS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGIONSCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt081907
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt110450
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt234861
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt32000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt3WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt073
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt111
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt27
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt32
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt2CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt3MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGIONSCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1SCHOLARSHIPS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt2SCHOLARSHIP TO RECIPIENT LOCATED IN REGION
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt3SCHOLARSHIP TO RECIPIENT LOCATED IN REGION
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt02650
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt130011
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0THE YMCA IN HAITI IS ESSENTIALLY A MISSION PROGRAM. THE PEOPLE IT SERVES HAVE VERY LITTLE ABILITY TO SUPPORT THE YMCA THROUGH INCOME-PRODUCING PROGRAMS. YET IN ITS FIRST 5 YEARS, THE YMCA HAS BEEN ABLE TO SET UP A COMPUTER PROGRAM, AN AFTER SCHOOL PROGRAM, A SUMMER SOCCER CAMP AND AN ENGLISH LIBRARY.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1THE FOUNDATION IS THE U.S. FISCAL SPONSOR FOR CRHF. THE MONEY RECEIVED IS FROM U.S. CRHF DONORS. THE FOUNDATION DEPOSITS THESE FUNDS AND THEN FORWARDS THEM ON TO CRHF IN COSTA RICA.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0120015
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS CHOSEN ARE ESTABLISHED FOREIGN CHARITIES. THE CHARITIES ARE MONITORED THROUGH FIELD INVESTIGATIONS CONDUCTED BY OFFICERS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0120015
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS WELLS, WHO IS THE PRESIDENT SITS ON THE BOARD WITH BOTH HIS WIFE CAROL WELLS AND HIS DAUGHTER JORDYN WELLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, SECTION A, LINE 10: NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 PART VI, SECTION C, LINE 19: THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION AND TAX FILINGS AVAIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THOMAS M. WELLS - 153 HEATH ROAD, BRISTOL, VT 05443. JORDYN WELLS - 567 20TH STREET, APT. 1, BROOKLYN, NY 11218. CAROL WELLS - 153 HEATH ROAD, BRISTOL, VT 05443. DAVID F. BOLGER - 435 L'AMBIANCE DRIVE, J904, LONGBOAT KEY, FL 34228. ROBERT DILL - 707 WINDSWEPT LANE, FRANKLIN LAKES, NJ 07417. RICHARD J. CLAYDON - 111 NORTH PLEASANT AVENUE, RIDGEWOOD, NJ 07450. RUTH SHATTACK BERNSTEIN - 1321 ROUTE 22A, SHOREHAM, VT 05770.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0577036
IRS990/TotalAssetsEOYAmt0535515
IRS990/TotalAssetsGrp/BOYAmt0577036
IRS990/TotalAssetsGrp/EOYAmt0535515
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.03$2.04$0.96$1.10$0.14
2023Summary only. Only limited summary data is available for this year.$2.10$0.03$2.08$0.96$1.19$0.23
2022Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$0.08$1.01$0.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.00$3.07$0.54$0.85$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.04$3.37$2.62$0.85$1.77
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.60$0.77$0.66$0.11
2018Summary only. Only limited summary data is available for this year.$1.50$0.01$1.49$0.67$0.72$0.05
2017Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$1.47$0.50$0.98
2016Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.31$0.29$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.53$0.19$0.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.68$0.16$0.51
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.15$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.14$0.14$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.17